IUP RESEARCH INSTITUTE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

DAVID ANTOLIK

Phone

7243572223

Tax Period

2024-07-01 to 2025-06-30

IUP RESEARCH INSTITUTE, founded in 2002, is a community nonprofit in the Science & Technology sector that reported $9.7M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO SUPPORT THE RESEARCH ACTIVITIES OF THE INDIANA UNIVERSITY OF PA AND PARTNER INSTITUITIONS IN THE PA STATE SYSTEM OF HIGHER EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $1,580,462 Revenue: $1,580,462

BY CREATING A COLLABORATIVE STATE-WIDE CONSORTIUM, IUP LEADS THE EFFORTS TO ENHANCE STEM AND CYBERSECURITY EDUCATION THAT PROVIDES PATHWAYS TO FOUR- YEAR INSTITUTIONS, THUS DEVELOPING THE WORKFORCE...

Program 2

Expenses: $528,398 Revenue: $528,398

SUPPORTS THE DCED COLLEGE OF MEDICIINE. ITS PURPOSE IS TO CREATE THE INFRASTRUCTURE (PERSONNEL, SUPPLIES, OUTREACH, EQUIPMENT, ACCREDITATION REQUIREMENTS) NEEDED TO CREATE A COLLEGE OF OSTEOPATHIC...

SUPPORTS THE DCED COLLEGE OF MEDICIINE. ITS PURPOSE IS TO CREATE THE INFRASTRUCTURE (PERSONNEL, SUPPLIES, OUTREACH, EQUIPMENT, ACCREDITATION REQUIREMENTS) NEEDED TO CREATE A COLLEGE OF OSTEOPATHIC MEDICINE AT IUP. IN 2022, THE OFFICE OF DISEASE PREVENTION AND HEALTH PROMOTION REPORTED PROJECTIONS FOR A SHORTFALL OF PRIMARY CARE PHYSICIANS IN PA. THE ESTABLISHEMENT OF THE COLLEGE OF OSTEOPATHIC MEDICINE IS A PROACTIVE RESPONSE TO ADDRESS THIS CRITICAL NEED.

Program 3

Expenses: $1,466,029 Revenue: $1,266,029

TO CREATE THE INSITIUTIONAL INFRASTRUCTURE (PERSONNEL, SUPPLIES, OUTREACH, EQUIPMENT, ACCREDITIATION REQUIREMENTS) NEEDED TO CREATE A COLLEGE OF OSTEOPATHIC MEDICINE AT IUP. IN 2022, THE OFFICE OF...

TO CREATE THE INSITIUTIONAL INFRASTRUCTURE (PERSONNEL, SUPPLIES, OUTREACH, EQUIPMENT, ACCREDITIATION REQUIREMENTS) NEEDED TO CREATE A COLLEGE OF OSTEOPATHIC MEDICINE AT IUP. IN 2022, THE OFFICE OF DISEASE PREVENTION AND HEALTH PROMOTION REPORTED PROJECTIONS FOR A SHORTFALL OF PRIMARY CARE PHYSICIANS IN PA. THE ESTABLISHMENT OF THE COLLEGE OF OSTEOPATHIC MEDICINE IS A PROACTIVE RESPONSE TO ADDRESS THIS CRITICAL NEED.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,010,872

Program Service Revenue $1,499,776

Investment Income $86,421

Other Revenue $57,008

TOTAL REVENUE $9,654,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,854,387

Fundraising Expenses $0

Program Expenses $8,879,467

Other Expenses $4,511,600

TOTAL EXPENSES $9,365,987

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,654,077	$8,578,416	+0.1%
Expenses	$9,365,987	$8,294,843	+0.1%
Net Income	$288,090	$283,573	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY EISENHOWER	EXECUTIVE DI	40.00	Highest	$185,499	$47,038	$232,537
DAVID ANTOLIK	CHAIR	2.00	Officer Director	$0	$0	$0
BRUCE A BUSH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
GARY FLEEGLE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBIN GORMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DANA HENRY	SECRETARY	1.00	Officer Director	$0	$0	$0
BYRON G STAUFFER JR	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD NEFF	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADLEY PETERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH RESCHINI	BOARD MEMBER	1.00	Director	$0	$0	$0
DEANNE SNAVELY	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZANNE TEELE	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA TOWNSEND	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$9,654,077	$9,365,987	$8,574,916	$288,090
2024	$8,578,416	$8,294,843	$6,667,566	$283,573
2023	$6,387,874	$6,457,183	$3,908,940	$-69,309
2022	$4,793,628	$4,990,445	$2,848,522	$-196,817
2021	$3,825,410	$3,782,223	$3,236,853	$43,187
2020	$4,095,114	$3,974,173	$2,631,534	$120,941
2019	$4,899,660	$4,921,795	$2,907,742	$-22,135
2018	$4,537,265	$4,485,655	$2,742,488	$51,610